The premier one-stop shop for the financial, tax, estate planning, and personal general counsel needs of high net-worth individuals. We pride ourselves on the breadth of our skills and the quality of our service. The high quality of our services stems from our ability to provide unbiased advice that has your best interests in mind; this is possible because we operate on a fee-only cost structure.
Our clients are the only people paying us, we are not paid by any external entities to push you towards a specific investment, insurance product, etc. This allows us to put all of your options on the table, discuss the pros and cons of each, and proceed with the option that is best for you. What does this mean for you?
Our clients are the only people paying us, we are not paid by any external entities to push you towards a specific investment, insurance product, etc. This allows us to put all of your options on the table, discuss the pros and cons of each, and proceed with the option that is best for you. What does this mean for you?
Services
Our team of advisors offer fee-only financial planning services to clients globally out of our office in the Minneapolis-St. Paul, MN metro area. We do not receive third-party compensation from banks or investment institutions; all recommendations are made with your best interests in mind. The long-term benefits derived from our financial planning strategies will far outweigh the cost of our services.
Our signature "Retirement Sufficiency Analysis" will give you a year-by-year view of your projected cash flow, net worth, and tax liability in your years preceding and through retirement. We take all possible variables into account to create an accurate a product as possible.
These reports have, in many cases, proven that an early retirement is much more obtainable than a client had previously thought, and gave them the confidence to make the decision.ACH. Short for Automatic Clearing House, an electronic network for financial transactions between people, financial institutions and businesses in the US.
These reports have, in many cases, proven that an early retirement is much more obtainable than a client had previously thought, and gave them the confidence to make the decision.ACH. Short for Automatic Clearing House, an electronic network for financial transactions between people, financial institutions and businesses in the US.
Estate planning documents are necessary to ensure all of your assets are transferred seamlessly to your heirs (or desired charity, etc) upon your death. A successful estate plan also includes provisions allowing your family members to access or control your assets should you become unable to do so yourself.
The eggen team combines our finance, tax, and legal backgrounds to carefully analyze both the legal and business implications surrounding every financial decision. We have the expertise and the experience to maximize your assets through proper structuring and situs. We use our technical expertise and our business acumen to provide an assessment of how to accomplish your goals.
Tax planning is at the foundation of financial planning, estate planning, investment planning, and retirement planning. None of these areas can be fully addressed without a thorough understanding of the tax consequences associated with them. A key part of our tax planning program is providing clients with one mid-year and one end-of-year tax projection.
Reviews (1)
Mike Arnold
Dec 05, 2018
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